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KORNITZER CAPITAL MANAGEMENT INC /KS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
KORNITZER CAPITAL MANAGEMENT INC /KS
报告期 2026-03-31 · CIK 0000898358
持仓数
505
前50大市值合计
$2.78B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 50
减持 77
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
SLB
SCHLUMBERGER LTD
+$26.3M
1,523,555
-1%
减持
VRNS
VARONIS SYSTEMS INC
-$19.4M
115,700
-86%
减持
—
HESS CORP
+$17.9M
668,362
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
APA
APA CORPORATION (formerly Apac
+$16.3M
1,208,557
+3%
减持
—
EXXON MOBIL CORP COM
+$15.8M
695,522
-0%
减持
CVX
CHEVRON CORP
+$15.7M
451,359
-1%
减持
MRK
MERCK & CO NEW
+$13.7M
565,019
-1%
减持
—
HORIZON THERAPEUTICS PUBLIC LM
-$12.8M
25,165
-90%
减持
HQY
HEALTHEQUITY INC
-$12.0M
417,196
-26%
建仓
FIVN
FIVE9 INC
+$10.8M
158,520
增持
AZTA
AZENTA INC
+$10.0M
355,885
+43%
减持
PG
PROCTER & GAMBLE
+$9.6M
386,975
-0%
增持
FOUR
SHIFT4 PAYMENTS, INC.
+$9.3M
355,628
+50%
增持
CIEN
CIENA CORPORATION
+$9.0M
492,586
+24%
减持
GILD
GILEAD SCIENCES INC
+$9.0M
379,151
-1%
减持
PFE
PFIZER
+$8.4M
1,138,027
-0%
建仓
SITM
SITIME CORP
+$7.8M
77,110
减持
CALX
CALIX, INC
-$7.8M
652,150
-24%
减持
UBER
UBER TECHNOLOGIES
-$7.4M
225,178
-54%
建仓
MPWR
MONOLITHIC POWER SYSTEMS INC
+$7.2M
20,363
减持
COP
CONOCOPHILLIPS
+$7.0M
544,343
-3%
增持
BIO
BIO RAD LABORATORIES INC CL A
+$6.9M
41,060
+66%
减持
PEP
PEPSICO INC.
+$6.9M
417,893
-1%
增持
PLMR
PALOMAR HOLDINGS INC
-$6.9M
185,163
+2%
减持
STAA
STAAR SURGICAL COMPANY
-$6.8M
150,535
-25%
减持
TMDX
TRANSMEDICS GROUP, INC
+$6.7M
373,496
-5%
减持
CSCO
CISCO SYS INC COM
+$6.7M
891,698
-0%
建仓
CLFD
CLEARFIELD, INC
+$6.6M
70,000
减持
LLY
ELI LILLY & CO COM
+$6.5M
164,247
-1%
建仓
OABI
OmniAb Inc
+$6.3M
1,760,375
减持
KMB
KIMBERLY-CLARK CORP
+$6.3M
276,905
-0%
减持
—
AVID BIOSERVICES
-$6.3M
607,445
-21%
增持
TH
TARGET HOSPITALITY
+$6.3M
945,074
+49%
清仓
FA
FIRST ADVANTAGE CORP
-$6.2M
0
-100%
建仓
MTDR
MATADOR RESOURCES
+$6.2M
108,630
增持
FND
FLOOR & DECOR HOLDINGS
+$6.1M
108,187
+420%
增持
INSP
INSPIRE MEDICAL SYSTEMS INC
+$6.0M
50,160
+35%
减持
—
SPLUNK INC
-$5.9M
74,700
-54%
减持
IBM
INT'L BUSINESS MACHINES
+$5.9M
270,447
-0%
增持
KO
COCA-COLA
+$5.8M
739,901
+0%
建仓
—
ANSYS INC
+$5.5M
22,804
清仓
RNG
RINGCENTRAL INC
-$5.5M
0
-100%
增持
TREX
TREX COMPANY, INC
+$5.5M
162,744
+406%
减持
AJG
GALLAGHER ARTHUR J & CO
+$5.3M
341,870
-1%
减持
AAPL
APPLE INC
-$5.0M
548,849
-1%
增持
VZ
VERIZON COMM
+$4.8M
802,941
+14%
清仓
—
VIVID SEATS CL A
-$4.8M
0
-100%
增持
AMZN
AMAZON.COM INC
-$4.7M
240,427
+9%
增持
T
A T & T INC
+$4.7M
1,043,798
+10%
清仓
—
CATALENT INC
-$4.6M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$4.6M
331,776
+0%
清仓
CDXS
CODEXIS INC
-$4.6M
0
-100%
减持
ICFI
ICF INTL INC
-$4.5M
224,019
-9%
增持
QDEL
QUIDELORTHO CORP
+$4.4M
116,805
+50%
减持
RIO
RIO TINTO PLC SPONSORED ADR
+$4.4M
276,920
-1%
减持
CRL
CHARLES RIVER LABS
-$4.4M
36,800
-42%
清仓
GNRC
GENERAC HOLDINGS INC
-$4.4M
0
-100%
减持
MLM
MARTIN MARIETTA MATERIALS INC
-$4.4M
71,182
-19%
减持
MTZ
MASTEC INC
+$4.2M
315,614
-12%
减持
GD
GENERAL DYNAMICS CORP
+$4.1M
119,760
-1%
减持
—
ASTRAZENECA PLC - SPONS ADR (U
+$4.1M
320,445
-0%
减持
MU
MICRON TECHNOLOGY
-$4.1M
18,670
-81%
增持
KMI
KINDER MORGAN INC
+$4.0M
2,582,881
+1%
建仓
ARWR
ARROWHEAD PHARMACEUTICALS
+$4.0M
98,820
增持
CRWD
CROWDSTRIKE HOLDINGS INC - A
+$3.9M
42,078
+1303%
增持
CAG
CONAGRA BRANDS
+$3.9M
647,266
+0%
减持
HP
HELMERICH & PAYNE INC
+$3.8M
314,602
-1%
减持
ABT
ABBOTT LABORATORIES
+$3.7M
303,616
-1%
减持
WCC
WESCO INTERNATIONAL INC
-$3.7M
76,573
-31%
减持
KEYS
KEYSIGHT TECHNOLOGIES, INC
-$3.7M
81,672
-27%
减持
LGND
LIGAND PHARMACEUTICALS
-$3.7M
106,752
-15%
增持
—
APTIV PLC
+$3.7M
167,736
+10%
减持
META
META PLATFORMS (FACEBOOK)
-$3.6M
74,800
-19%
增持
DOW
DOW INC (DOW)
+$3.5M
508,297
+1%
增持
SLAB
SILICON LABORATORIES INC
+$3.5M
78,945
+35%
减持
GDDY
GODADDY, INC.
-$3.5M
157,172
-27%
增持
GTLS
CHART INDUSTRIES INC
-$3.5M
79,700
+16%
增持
ARRY
ARRAY TECHNOLOGIES INC
+$3.4M
508,230
+32%
增持
V
VISA INC
+$3.4M
76,397
+9%
清仓
—
SYNEOS HEALTH INC
-$3.4M
0
-100%
清仓
CARG
CARGURUS, INC
-$3.3M
0
-100%
增持
—
J P MORGAN CHASE
+$3.3M
89,410
+7%
减持
EMR
EMERSON ELECTRIC CO
+$3.3M
158,425
-3%
清仓
MTCH
MATCH GROUP INC
-$3.2M
0
-100%
清仓
VICR
VICOR CORPORATION
-$3.1M
0
-100%
增持
CPRT
COPART INC
+$3.0M
396,126
+100%
清仓
SICP
SILVERGATE CAPITAL CORP
-$3.0M
0
-100%
减持
—
EVENTBRITE INC-CLASS A
-$3.0M
811,824
-36%
减持
ADM
ARCHER DANIELS MIDLAND
+$2.9M
241,253
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL- CLASS
-$2.9M
5,230
-22%
增持
MA
MASTERCARD INC-CLASS A
+$2.8M
26,830
+17%
增持
ABBNY
ABB LTD (SW)
+$2.8M
576,900
+0%
减持
—
PAYA HOLDINGS INC-A
+$2.8M
1,960,090
-5%
减持
GIS
GENERAL MILLS
+$2.8M
405,359
-0%
减持
ADTN
ADTRAN HOLDCO
-$2.8M
560,066
-18%
减持
NVO
NOVO-NORDISK A/S-SPONS ADR
+$2.7M
77,036
-0%
减持
PANW
PALO ALTO NETWORKS, INC.
-$2.7M
104,540
-1%
增持
IR
INGERSOLL-RAND PLC
+$2.7M
288,364
+1%
增持
WMT
WAL MART INC.
+$2.7M
189,806
+2%
增持
CFG
CITIZENS FINANCIAL GROUP INC
+$2.7M
518,408
+0%
减持
MGPI
MGP INGREDIENTS INC
-$2.7M
160,545
-14%
清仓
TPG
TPG PARTNERS LLC
-$2.6M
0
-100%
减持
SHEL
SHELL PLC ADR
+$2.6M
394,339
-1%
减持
BKNG
BOOKING HOLDINGS INC
+$2.6M
7,327
-1%
减持
GSK
GSK, INC
+$2.6M
525,716
-3%
减持
COST
COSTCO WHOLESALE
-$2.6M
122,980
-1%
增持
PRVA
PRIVIA HEALTH GROUP
-$2.5M
800,885
+32%
增持
BGS
B&G FOODS
-$2.5M
764,910
+14%
减持
AME
AMETEK INC.
-$2.5M
152,855
-27%
减持
CSGP
COSTAR GROUP INC
+$2.4M
362,709
-1%
增持
KHC
KRAFT HEINZ CO
+$2.4M
322,614
+0%
增持
CMCSA
COMCAST CORP CLASS A
+$2.3M
394,785
+1%
减持
CLX
CLOROX CO
+$2.3M
231,605
-1%
增持
—
SUMMIT MATERIALS, INC - CL A
+$2.3M
471,311
+2%
减持
BP
BP PLC, INC ADR (UK)
+$2.2M
396,253
-3%
增持
MXL
MAXLINEAR INC
+$2.2M
356,680
+18%
增持
GDYN
GRID DYNAMICS HOLDINGS INC
-$2.2M
618,025
+27%
减持
—
NATIONAL INSTRUMENTS CORP
-$2.2M
345,009
-13%
减持
CINF
CINCINNATI FINANCIAL CORP
+$2.2M
178,964
-1%
减持
ALL
ALLSTATE CORP
+$2.2M
223,431
-1%
减持
—
STERLING CHECK CORP
-$2.1M
396,343
-16%
增持
IDXX
IDEXX LABORATORIES INC
+$2.1M
24,071
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE INC
+$2.0M
92,558
+12%
建仓
—
FERGUSON PLC
+$2.0M
16,000
增持
SNY
SANOFI SPONSORED (FR)- trds w/
+$2.0M
158,752
+6%
减持
FAST
FASTENAL COMPANY
-$2.0M
222,700
-18%
减持
—
SVB FINANCIAL GROUP
-$2.0M
18,745
-0%
增持
GOOGL
ALPHABET INC - CLASS A (GOOGL)
-$1.9M
378,243
+3%
减持
WING
WINGSTOP INC
-$1.8M
65,995
-24%
减持
OLED
UNIVERSAL DISPLAY CORP
+$1.8M
216,442
-5%
增持
MCD
MCDONALD'S CORP
+$1.7M
44,969
+2%
清仓
—
ABIOMED, INC.
-$1.6M
0
-100%
减持
WBD
WARNER BROS DISCOVERY INC
-$1.6M
107,083
-54%
减持
IFF
INTERNATIONAL FLAVORS & FRAGRA
+$1.6M
121,102
-1%
增持
OPRX
OptimizeRx Corporation
+$1.6M
299,939
+30%
减持
MGM
MGM RESORTS INTERNATIONAL (MGM
-$1.6M
361,010
-22%
增持
—
ARISTA NETWORKS
+$1.6M
68,092
+15%
增持
BHP
BHP GROUP LIMITED
+$1.6M
129,490
+0%
减持
FMC
FMC CORP
+$1.6M
84,844
-1%
减持
WM
WASTE MANAGEMENT
-$1.5M
366,177
-1%
增持
ECL
ECOLAB INC
+$1.5M
72,729
+16%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$1.5M
114,746
-25%
减持
—
NV5 GLOBAL INC
-$1.5M
133,255
-14%
增持
BKR
BAKER HUGHES CO
+$1.5M
165,468
+3%
减持
GOOG
ALPHABET INC- CLASS C (non-vot
-$1.4M
109,605
-6%
增持
EMN
EASTMAN CHEMICAL CO
+$1.4M
108,491
+4%
减持
—
AON PLC
+$1.4M
43,200
-0%
清仓
BWA
BORG WARNER INC
-$1.4M
0
-100%
减持
EXPE
EXPEDIA GROUP, INC
-$1.4M
152,362
-3%
减持
APD
AIR PRODUCTS & CHEMICALS INC
+$1.4M
18,138
-0%
